Support

How do I install Period Navigator?

Find Period Navigator on Microsoft AppSource and click "Get it now". Once installed, open Power BI Desktop, go to the Visualizations pane, click "..." and select "Get more visuals". Search for Period Navigator and add it to your report.

How do I add a date field to the visual?

Drag any date column from your data model into the "Date Field" field well in the Visualizations pane. The visual will automatically group dates by the selected granularity (month, quarter, or year).

How do I switch between month, quarter, and year?

Select the visual, go to the Format pane, and find the "Granularity" section. Choose between Month, Quarter, and Year. Note: Quarter and Year require a paid license.

How do I manage licenses?

Licenses are purchased through Microsoft AppSource and managed in the Microsoft 365 Admin Center. Your IT administrator can assign and remove licenses for individual users.

The visual shows "Add date field" — what do I do?

You need to add a date column to the visual's Date Field. Drag a date column from your data model into the field well in the Visualizations pane.

Can I change the colors and fonts?

Yes — select the visual and open the Format pane. Under "Appearance" you can change text color, arrow color, background color, and font size.